Working with Reports
Using the Top Menu Buttons
The menu buttons at the top of the report window enable you to save, print, copy and refresh the report.
In addition, you can:
- Change the step value when use default time points is selected under Time Properties on the Report & Graph Manager. To change the step value for the report, click the Show Step Value button and edit the Step value.
- Change report units .
- Save changes to the report style .
- Save the report as a quick report .
Using the Right-click Menu
You can enhance and supplement a static or dynamic display report using the right-click menu. To see all the menu options, such as saving, exporting, searching, and changing the units of measure for a particular report, right-click the report. For added usability, all right-click functions have corresponding toolbar buttons. The following table provides procedures for using the report options.
To... | Follow this Procedure... |
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Float, integrate or dock a report window | Right-click the report's title bar. |
Hide or display toolbar buttons | Click . |
Export a report | Right-click the report and select Export. Select one of the following from the Export menu:
Due to an issue with Microsoft Excel, reports that contain dates must be opened in Excel using a specific procedure so that the dates import correctly. The process is outlined below. Alternatively, you can make sure any dates in the report are in epoch seconds before exporting the report data to Excel. Otherwise, you will not be able to view the dates in Excel. |
Refresh a Report | Right-click the report and select Refresh. Changes made to the objects since the window was opened will be reflected in the report. |
Change the Units of Measure |
Right-click the report and select Report Units.... The Units window that allows you to change the units of measure for the report is displayed. The Units window will display all dimensions relevant to the report. To see all dimensions, select Show All Dimensions. |
Print the report | Right-click the report and select Print.... |
Search for information | Right-click the report and select Find.... |
Save Report as a Quick Report | Right-click the report and select Save as Quick Report .... Once a report is in the quick report list, you can easily recreate it by clicking . |
Save changes to the report style | Right-click the report and select Save changes to style. |
See options specific to data items in the report | To determine which report items have additional options, run your cursor over the items. The cursor will change into a mouse if additional options exist. To see the options specific to a data item, right-click the item. The data item will be the first entry on the right-click menu. Select it to see the available options. |
Move to a different section in the report | Select Jump ToSection <number> to display a particular section in the report. To return to the top of the report, select Jump To Top. |
Change the Start and Stop times and Step size |
Use the Start, Stop, and Step fields in the toolbar area to change these times for the report. For more information on the options available for start and stop times, see Time Options. The displayed Step size value may not be the value used when generating the actual data in the report. To refresh the report, re-enter the Step size value or add a new value. |
Setting Export Options
To set export options for your report, right-click in the report window and choose Export Setup... from the Export menu.
Option | Description |
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Field Delimiter | Choose to delimit data using a comma, semicolon, tab, space, or two spaces. You can also specify a special delimiter by choosing User Defined and entering the delimiter in the text box to the right of the field. Standard choices are: Comma, Semicolon, Tab, Space, TwoSpace, or User Defined. |
Enclose Header Fields in Quotes | If selected, header fields are enclosed in quotation marks when exported. The default is on. |
Data Fields |
|
Use Comma for Decimal Point | If selected, uses commas instead of decimal points. The default is off. |
Write Stop/Start Times at Top of Report | If selected, scenario Stop/Start Times appear in the header of the report. |
Maintain Report Lines | If selected, line breaks are inserted so that report formatting is retained. |
Write Report Title | If selected, the report title displays in the exported report. |
Write Object Names in Title | If selected, the object names display in the report title. This option is only available if you have selected the "Write Report Title" option. |
Write Section Titles | If selected, the section titles display in the exported report. |
Headers |
|
Set as Default | If selected, the export values will be written to your _Default.ap file. |
Although report parameters (Start and Stop under Time Properties) are saved to the current scenario, they are reset to initial defaults for any new scenario you open.
Exporting reports containing date data to Excel
Due to an issue with Microsoft Excel, reports that contain dates must be opened in Excel using one of two specific procedures so that the dates import correctly. The processes are outlined below.
Using the Get & Transform Data Option
- Right-click anywhere on the report.
- Select Export.
- Select To Excel...
- Set Save as type: to Text (.txt).
- Click Save.
- Open Excel.
- Select the Data tab on the Excel Ribbon.
- Click From Text/CSV in the Get & Transform Data section.
- Navigate to the report you just saved.
- Click Import.
- Select Comma as the Delimiter.
- Click Load.